See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,441 | $80,717-69.7% | $154,803-84.2% | $84,808-71.2% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 6.10% | 37.96%-31.9pp | 58.88%-52.8pp | 40.90%-34.8pp |
| Employer contribution / active EE | $1,083 | $2,761-60.8% | $4,305-74.8% | $2,631-58.8% |
| Participant deferral / active EE | $2,367 | $3,303-28.3% | $5,540-57.3% | $4,212-43.8% |
| Admin fee / account holder | $56,607 | $6,746+739.2% | $14,329+295.0% | $7,344+670.8% |